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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,274 | $100,073-32.8% | $85,126-21.0% | $145,877-53.9% |
| Participation rate | 14.3% | 74.1%-59.8pp | 67.5%-53.2pp | 80.3%-66.0pp |
| Annual return | 10.88% | 84.11%-73.2pp | 66.63%-55.8pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,510 | $3,236-53.3% | $2,731-44.7% | $4,663-67.6% |
| Participant deferral / active EE | $1,887 | $5,294-64.4% | $4,523-58.3% | $6,691-71.8% |
| Admin fee / account holder | $250 | $7,261-96.6% | $6,160-95.9% | $13,402-98.1% |